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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,086 | $100,970-63.3% | $96,576-61.6% | $137,256-73.0% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 24.94% | 38.16%-13.2pp | 38.47%-13.5pp | 220.34%-195.4pp |
| Employer contribution / active EE | $615 | $3,809-83.8% | $3,553-82.7% | $4,156-85.2% |
| Participant deferral / active EE | $1,539 | $8,286-81.4% | $7,956-80.7% | $6,407-76.0% |
| Admin fee / account holder | $136 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |